System for the unified organization, secure storage and secure retrieval of digital and paper documents

摘要

A method and system implements storing one or more encrypted electronic documents and document information associated therewith, organizing the one or more electronic documents to facilitate access by a user; and enabling remote secure access to the one or more electronic documents through a user device. The one or more electronic documents are a copy of one or more physical documents or a copy of documents that is not a physical document. The document information of an electronic document includes information on a location of the physical document. The electronic document(s) and the document information are stored in a separate storage databases.

主权项

1. A computer-implemented method for organizing, storing and accessing personal and business financial, legal and other documents, whether in paper form, digital form, or both, through a document management system including:
a computer that supports the operations of a website comprising at least a web-based user interface, wherein access to at least one portion of the web-based user interface is limited to administrators, authorized users and third parties designated by users, and at least two databases including a first storage database and a second storage database, the method comprising:
providing the first storage database for receiving and storing documents exported thereto through the web-based user interface;storing documents in the first storage database in an encrypted manner;providing the second storage database for storing items of data concerning each document;linking each document in the first storage database with one or more items of data stored in the second storage database, each item of data being either generated by the system or generated by an owner of the document, three items of data being generated by the system and comprising an identification of a party uploading the document, a time and date of the upload and a record of the last three or more times the data has been viewed or altered along with the name of a party who altered or viewed the document;providing two or more dropdown menus of data viewable on the web-based user interface, the dropdown menus to be selected for association with any document uploaded, the two or more dropdown menus comprising items selected or input by the owner through the web-based user interface to create a dropdown menu that identify the location of a paper original of the document uploaded and a dropdown menu of data items generated by the owner of the document which includes the name of parties who have access to such documents and a type of access, including upload, download or read-only, and a date such permitted access is no longer available;providing owner-designated and inputted tags that comprise of both a freeform text identifier for a party who has been granted access by the owner via the web-based user interface to the uploaded document and a dropdown menu of such freeform text identifiers that have been previously input by the owner and a freeform text identifier and a dropdown menu of such freeform text identifiers that have been previously input by the owner for any other purpose;providing an audit trail of all activities involving any document uploaded to the system through the web-based user interface or any changes to associated data or any changes to the owner-created drop down menus;providing a check box viewable through the web-based user interface that is selectable by the owner of a document and that once selected prompts the owner of such document to input a short free form text message and input a date, or select a date from a predetermined drop-down menu upon which the system generates an electronic communication message to be sent to the owner, or other party as selected, wherein the electronic communication message reminds the owner to take an action concerning such document, including the transmission in such electronic communication message of the free form text so entered;providing a drag-and-drop capability for enabling a cursor-controlled upload of documents or images thereof stored on the owner's device directly to the first storage database;providing an email account connected through the web-based user interface that permits the owner to accept emails and upload attachments to such emails without having to export the attachments to the owner's device or other device prior to upload to the first storage database;providing an image compiler for sorting and combining multiple images into a single document;notifying one or more selected third parties of a possible incapacity or death of the owner of a document based on a preset condition;allowing the user to identify and assign a third party with all or selected rights, privileges and access to all or selected documents stored in the first storage database and all or selected rights, privileges and access to and rights to make changes to, all data entered into the first and second storage databases that the user can enter or change;allowing the user to identify and assign a third party with rights to view all or selected documents stored in the first storage database and the rights to view the data in all storage databases that the user can view; andproviding a combination of symmetric and asymmetric encryption to secure data and documents from unauthorized access.